EWM
NS
Evercore Wealth Management’s NuStar Energy L.P. NS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,000
| Closed | -$52K | – | 1048 |
|
|
2017
Q1 | $52K | Sell |
1,000
-1,500
| -60% | -$78K | ﹤0.01% | 592 |
|
|
2016
Q4 | $124K | Sell |
2,500
-1,250
| -33% | -$62K | 0.01% | 453 |
|
|
2016
Q3 | $186K | Buy |
+3,750
| New | +$186K | 0.01% | 389 |
|
|
2016
Q1 | – | Sell |
-306
| Closed | -$12K | – | 1024 |
|
|
2015
Q4 | $12K | Hold |
306
| – | – | ﹤0.01% | 836 |
|
|
2015
Q3 | $14K | Hold |
306
| – | – | ﹤0.01% | 803 |
|
|
2015
Q2 | $18K | Hold |
306
| – | – | ﹤0.01% | 817 |
|
|
2015
Q1 | $19K | Hold |
306
| – | – | ﹤0.01% | 793 |
|
|
2014
Q4 | $18K | Buy |
+306
| New | +$18K | ﹤0.01% | 681 |
|